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Distance Only Olympia, WA
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COMPENSATION Either
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DESIGNATIONS
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
- CFP
- CFA
- ChFC
- CDFA
- CPA
- CIMA
- PFS
Todd Shobert (CRD# 2110599) is an Investment Advisor Representative working at Lpl Financial LLC in Olympia, WA and has over 33 years of experience in the finance industry.
Gene Shook (CRD# 1564224) is an Investment Advisor Representative working at Financial Advocates Investment Management in Olympia, WA and has over 14 years of experience in the finance industry.
Kevin Slater (CRD# 4790152) is an Investment Advisor Representative working at Soundview Advisors in Olympia, WA and has over 20 years of experience in the finance industry. Kevin Slater has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Gregory Stapp (CRD# 2198693) is an Investment Advisor Representative working at Stapp Wealth Management, Pllc in Olympia, WA and has over 32 years of experience in the finance industry. Gregory Stapp has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Rebecca Stapp (CRD# 6586854) is an Investment Advisor Representative working at Stapp Wealth Management, Pllc in Olympia, WA and has over 7 years of experience in the finance industry.
Cassidy Stevick (CRD# 6598585) is an Investment Advisor Representative working at Columbia River Advisors in Olympia, WA and has over 7 years of experience in the finance industry.
William Stikker (CRD# 1105690) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Olympia, WA and has over 41 years of experience in the finance industry.
Travis Stolcis (CRD# 5043297) is an Investment Advisor Representative working at Financial Advocates Investment Management in Olympia, WA and has over 17 years of experience in the finance industry.
Michael Thayer (CRD# 4547674) is an Investment Advisor Representative working at Financial Advocates Investment Management in Olympia, WA and has over 19 years of experience in the finance industry.
Samuel Thomassen (CRD# 6011590) is an Investment Advisor Representative working at Gk Capital Partners in Olympia, WA and has over 12 years of experience in the finance industry.